Schwab U S Small Cap ETF shares owned by Sunburst Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sunburst Financial Group
from 13F filings
Historical chart of Sunburst Financial Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Sunburst Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 99k | 27.90 |
| 2025-06-30 | $2.5M | 100k | 25.30 |
| 2025-03-31 | $2.4M | 101k | 23.43 |
| 2024-12-31 | $2.8M | 109k | 25.86 |
| 2024-09-30 | $3.4M | 65k | 51.50 |
| 2024-06-30 | $3.1M | 66k | 47.45 |
| 2024-03-31 | $3.3M | 68k | 48.80 |
| 2023-12-31 | $3.3M | 70k | 47.24 |
| 2023-09-30 | $2.8M | 67k | 41.42 |
| 2023-06-30 | $2.9M | 65k | 43.80 |
| 2023-03-31 | $2.8M | 67k | 41.93 |
| 2022-12-31 | $2.7M | 66k | 40.51 |
| 2022-09-30 | $1.3M | 36k | 37.80 |
| 2022-06-30 | $1.5M | 38k | 39.00 |
| 2022-03-31 | $1.6M | 34k | 47.36 |
| 2021-12-31 | $1.5M | 15k | 102.41 |
| 2021-09-30 | $688k | 6.9k | 100.03 |
| 2021-06-30 | $715k | 6.9k | 104.23 |
| 2021-03-31 | $695k | 7.0k | 99.70 |
| 2020-12-31 | $634k | 7.1k | 89.04 |
| 2020-09-30 | $460k | 6.7k | 68.26 |
| 2020-06-30 | $423k | 6.5k | 65.33 |
| 2020-03-31 | $396k | 7.7k | 51.46 |
| 2019-12-31 | $282k | 3.7k | 75.64 |